Wealth Operations Specialist, Tax Operations

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TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidates skills and experience job-related knowledge geographic location and other specific business and organizational needs.

As a candidate you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Job Description:

TD Wealth Tax Operations part of Wealth National Office is the operational engine of TD Wealth. Supporting all TD Wealth distribution channels TD Mutual Funds TD Asset Management and TD Securities our goal is to be recognized as an industry leader in Operational Excellencedelivering legendary partner and client experiences enhancing productivity and effectively managing risk and controls.

As a Tax Operations Specialist you will lead analytical process and project support for critical tax reporting and filings with the Internal Revenue Service (IRS) and Canada Revenue Agency (CRA). The Specialist will be responsible for liaising with business partners platform team G&C and vendors in scheduling tracking and preforming user acceptance testing for regulatory and clients experience tax reporting initiatives and escalating issues and risks as required. The specialist will also support complex client/ partner inquiries.

You are a leader with a keen sense of finding the root cause of problems by sifting through data as well as strong interpersonal skills to lead change within diverse teams and skillsets. You are driven to succeed in a dynamic and changing Wealth Management environment to drive competitive advantage within the Operations functions at TD Wealth.

Job Accountabilities

Tax Reporting and filing:

• Support and assist in the production of various tax reporting requirements with regulatory authorities (eg. CRA/IRS) across various T-slips NR-S FATCA and CRS.
• Execute oversight activities for complex exception based processes analyze reports to resolve exceptions ensuring adherence to all regulatory requirements
• Manage vendor relationships participate in SLA meetings and oversee production and UAT activities
• Perform monthly quarterly and annual health check reports/ data validation to assist in the accuracy of annual reporting.
• Monitor vendor/technology performance escalate issues and coordinate resolution plans to mitigate delays or inaccuracies.

Project and Audit Support:

• Spearhead tax-related projects audits regulatory updates remediation activities and system enhancements collaborating with internal and external stakeholders
• Lead tax Operations reporting initiatives and projects related to QI FATCA CRS CRA and RQ regulatory changes delivering comprehensive impact assessments and timely updates.
• Engage Wealth partners to evaluate new reporting requirements and determine operational/business implications and next steps.
• Act as a subject matter expert supporting tax reporting projects/initiatives and readiness activities during regulatory or platform changes.
• Contribute to continuous improvement initiatives to enhance client experience and operational efficiency.
• Mentor and develop junior staff
• Maintain and update process documentation to ensure alignment with regulatory audit and internal control standards.
• Interfacing with tax authorities for ongoing correspondence and remediation

Job Requirements

• Minimum 3-5 years prior experience in tax reporting client reporting income operations registered plans and /or job specific related experience
• Experience with CRA and/or IRS tax reporting production (T slips-S NR4 etc.)
• Ability to manage high-volume deadline driven reporting cycles
• Strong problem identification analytical and resolution skills to support escalated issue resolution and/or oversight requirements with exception based complex processes
• Effective communication and collaboration skills across teams and stakeholders.
• Proficiency in Excel (ability to do Pivot tables XLOOKUPs sorting and handing large amount of data) experience with Alteryx macros or VBA is an asset.

Qualifications

• Undergraduate degree in Business Finance Accounting or related discipline.
• Demonstrated ability to work independently in a fast-paced deadline-driven environment.
• Continuous improvement mindset and ability to adapt to evolving regulatory requirements.

Who We Are:

TD is one of the worlds leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day we deliver legendary customer experiences to over 27 million households and businesses in Canada the United States and around the world. More than 95000 TD colleagues bring their skills talent and creativity to the Bank those we serve and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers communities and colleagues.

TD is deeply committed to being a leader in customer experience that is why we believe that all colleagues no matter where they work are customer facing. As we build our business and deliver on our strategy we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether youve got years of banking experience or are just starting your career in financial services we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs were here to support you towards your goals. As an organization we keep growing and so will you.

Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial physical and mental well-being goals. Total Rewards at TD includes a base salary variable compensation and several other key plans such as health and well-being benefits savings and retirement programs paid time off banking benefits and discounts career development and reward and recognition programs. Learn more

Additional Information:
Were delighted that youre considering building a career with TD. Through regular development conversations training programs and a competitive benefits plan were committed to providing the support our colleagues need to thrive both at work and at home.

Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations requirements.

Colleague Development
If youre interested in a specific career path or are looking to build certain skills we want to help you succeed. Youll have regular career development and performance conversations with your manager as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience or you want to coach and inspire your colleagues there are many different career paths within our organization at TD and were committed to helping you identify opportunities that support your goals.

Training & Onboarding
We will provide training and onboarding sessions to ensure that youve got everything you need to succeed in your new role.

Interview Process
Well reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.

Accommodation
Your accessibility is important to us. Please let us know if youd like accommodations (including accessible meeting rooms captioning for virtual interviews etc.) to help us remove barriers so that you can participate throughout the interview process.

We look forward to hearing from you!

Language Requirement (Quebec only):